SECURED RETIREMENT ADVISORS, LLC

Q4 2025 13F-HR Holdings

Location
St Louis Park, MN
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
125
Total value ($000)
$179,071
Net value change ($000)
-9 (-0.0%)
New positions
4
Sold out positions
1
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 4/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LMT 1,111 276.4%
GOOGL 892 25.5%
ZTS 844 NEW
LLY 690 53.3%
AAPL 560 8.9%
MRK 502 24.6%
C 306 19.2%
COHR 270 19.0%
XOM 265 13.2%
BA 254 20.4%
Top Reduces (Value $000, Stocks/ETFs)
GM -1,190 -100.0%
ORCL -753 -33.2%
STRV -711 -7.6%
BWXT -469 -32.9%
CAT -348 -19.2%
NEM -339 -21.7%
MSFT -303 -4.1%
GLW -297 -6.7%
BGLD -282 -36.5%
SONY -274 -18.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type